卡特彼勒(CAT)今日盘中股价大幅上涨5.01%，引起了市场的广泛关注。
消息面上，美银证券发布研究报告，对卡特彼勒前景转为更为正面。报告指出，公司2025年业绩表现强劲，尽管管理层对2026年的指引较为保守，但美银认为其7%的收入增长指引显得审慎。此外，公司积压订单额已达到创纪录的510亿美元且仍在增加，盈利能见度提升。基于此，美银重申对卡特彼勒的“买入”评级，并将其目标价从708美元上调至735美元。
报告还提到，卡特彼勒下一阶段的增长将基于机械业务周期的复苏，而当前行业已出现利好迹象，包括经销商库存过低、矿业订单向好以及建筑设备业务的市场份额提升。这些积极因素共同推动了市场对公司未来表现的乐观预期，从而刺激了股价在交易时段的上涨。
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